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Name Holding Trade Value Shares
Change
Change in
Stake
Acadian Asset Management
326
Acadian Asset Management
Massachusetts
$500K -$3.05M -54,578 -85%
JWCA
327
J.W. Cole Advisors
Florida
$485K -$175K -3,129 -25%
AWM
328
Aevitas Wealth Management
Massachusetts
$484K -$27.1K -485 -5%
IA
329
IFP Advisors
Florida
$480K -$18.1K -323 -3%
NGA
330
Naples Global Advisors
Florida
$479K -$107K -1,910 -17%
TC
331
Trust Company
Kansas
$477K +$59.9K +1,071 +13%
NIM
332
NuWave Investment Management
New Jersey
$474K +$521K +9,321 New
AAS
333
Avantax Advisory Services
Texas
$469K +$200K +3,571 +63%
X
334
Xponance
Pennsylvania
$464K -$3.69K -66 -0.7%
ARMT
335
Amica Retiree Medical Trust
Rhode Island
$464K +$147K +2,623 +40%
FCIM
336
Fairview Capital Investment Management
California
$457K – – –
CG
337
Caprock Group
Idaho
$441K +$485K +8,674 New
MG
338
Meritage Group
California
$438K +$482K +8,613 New
WAM
339
World Asset Management
Michigan
$436K +$13K +232 +3%
GAMC
340
Garner Asset Management Corp
Texas
$428K -$35.6K -637 -7%
AWM
341
AE Wealth Management
Kansas
$428K +$63K +1,127 +15%
GW
342
GW & Wade
Massachusetts
$415K – – –
Mercer Global Advisors
343
Mercer Global Advisors
Colorado
$410K -$200K -3,581 -31%
KCM
344
Kornitzer Capital Management
Kansas
$410K – – –
NB
345
Nicolet Bankshares
Wisconsin
$407K +$447K +8,000 New
JIC
346
Johnson Investment Counsel
Ohio
$404K – – –
JWM
347
Jeppson Wealth Management
California
$403K +$443K +7,928 New
FWIA
348
Fort Washington Investment Advisors
Ohio
$397K +$11.2K +200 +3%
KAS
349
Kestra Advisory Services
Texas
$395K +$6.49K +116 New
Truist Financial
350
Truist Financial
North Carolina
$391K -$146K -2,613 -25%